We are live on ! Find out more
EVRG icon

Evergy

852 hedge funds and large institutions have $16.3B invested in Evergy in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 338 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 53

34% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 252

14% more capital invested

Capital invested by funds: $14.3B → $16.3B (+$2.06B)

4% more funds holding

Funds holding: 819852 (+33)

3.37% more ownership

Funds ownership: 89.94%93.31% (+3.4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

70% less call options, than puts

Call options by funds: $21.6M | Put options by funds: $71.9M

Holders
852
Holders Change
+33
Holders Change %
+4.03%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
94
Increased
338
Reduced
252
Closed
53
Calls
$21.6M
Puts
$71.9M
Net Calls
-$50.3M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
Capital Investment Advisors
Georgia
$203K +$191K +2,676 New
GRP
627
Global Retirement Partners
California
$195K -$3.63K -51 -2%
GWM
628
Geneos Wealth Management
Colorado
$195K -$120K -1,690 -40%
CI
629
CX Institutional
Indiana
$192K +$13.1K +184 +8%
VIA
630
Virtus Investment Advisers
Connecticut
$182K -$11.5K -162 -6%
EWA
631
EverSource Wealth Advisors
Alabama
$178K +$33.8K +474 +25%
VCM
632
Versant Capital Management
Arizona
$175K +$7.48K +105 +5%
AIP
633
Ameritas Investment Partners
Nebraska
$165K
HWA
634
HHM Wealth Advisors
Tennessee
$158K
TCOV
635
Trust Company of Vermont
Vermont
$142K
TCM
636
Tradewinds Capital Management
Washington
$137K
AAS
637
Ameritas Advisory Services
Nebraska
$134K -$198K -2,772 -61%
O
638
Ossiam
France
$127K -$6.47M -90,748 -98%
QCG
639
Quadrant Capital Group
Ohio
$124K +$116K +1,634 New
YDMI
640
Y.D. More Investments
Israel
$124K -$42K -589 -27%
AA
641
Addison Advisors
Vermont
$120K +$2.99K +42 +3%
GWSG
642
GPS Wealth Strategies Group
Colorado
$118K -$8.48K -119 -7%
BC
643
Bayforest Capital
United Kingdom
$117K -$43.1K -605 -28%
HI
644
Harbour Investments
Wisconsin
$117K +$10.3K +144 +10%
CCMI
645
Creative Capital Management Investments
California
$114K
OAM
646
Ostrum Asset Management
France
$112K -$3.28K -46 -3%
SFI
647
Siemens Fonds Invest
Germany
$107K -$1.92K -27 -2%
WIM
648
Westside Investment Management
California
$105K +$7.48K +105 +8%
AP
649
Atwood & Palmer
Missouri
$96.4K -$17K -239 -16%
HNB
650
Hilltop National Bank
Wyoming
$96.3K